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Donald Fenton Dempsey

DEMPSEY INVESTMENT MANAGEMENT, LLC·SOUTH BURLINGTON, Vermont
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1233 SHELBURNE ROAD, SOUTH BURLINGTON, VT 05403CRD# 2524391Firm CRD# 134667
01

About

Donald Fenton Dempsey is a registered financial advisor based in SOUTH BURLINGTON, Vermont, affiliated with DEMPSEY INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DEMPSEY INVESTMENT MANAGEMENT, LLC
DEMPSEY INVESTMENT MANAGEMENT, LLC
AUM
$126M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at DEMPSEY INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2524391
Firm CRD# 134667
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donald Fenton Dempsey offer?
Donald Fenton Dempsey specializes in Financial Planning, Investment Management. Contact their office in SOUTH BURLINGTON, Vermont for a consultation.
What are Donald Fenton Dempsey's credentials?
Donald Fenton Dempsey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Fenton Dempsey located?
Donald Fenton Dempsey is based in SOUTH BURLINGTON, Vermont, working with DEMPSEY INVESTMENT MANAGEMENT, LLC. Their office serves clients in the SOUTH BURLINGTON metropolitan area and surrounding communities.
How does Donald Fenton Dempsey charge for services?
Donald Fenton Dempsey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DEMPSEY INVESTMENT MANAGEMENT, LLC?
DEMPSEY INVESTMENT MANAGEMENT, LLC has approximately 1 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Vermont
BURLINGTON (61)MONTPELIER (49)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
BURLINGTON GuideMONTPELIER GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
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